User manual NUANCE OMNIFORM 5 FOR DESIGNING AND DISTRIBUTING FORMS

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Select this option if you want OmniForm to convert the form image to an electronic form that can be edited and filled. Otherwise, it will only bring in a picture of the form. 6HOHFW , PDJH )LOHV LQ WKH 6RXUFH ER[ , PSRUWLQJ DQG &RQYHUWLQJ , PDJH )LOHV &OLFN 6HOHFW )LOHV WR RSHQ WKH 6HOHFW )LOHV GLDORJ ER[ VR \RX FDQ VSHFLI\ WKH ILOHV \RX ZDQW WR LPSRUW /RFDWH DQG VHOHFW WKH ILOH \RX ZDQW WR LPSRUW , PDJH UHVROXWLRQ PXVW EH RU GRWV SHU LQFK '3,  IRU EODFNDQG ZKLWH IRUPV DQG '3, IRU FRORU IRUPV &OLFN $GG )LOH WR DGG WKH VHOHFWHG ILOH WR WKH )LOHV WR 3URFHVV OLVW ER[ 5HSHDW VWHSV DQG IRU DQ\ RWKHU ILOHV \RX ZDQW WR LPSRUW $OO WKH ILOHV WKDW \RX VHOHFW ZLOO EH FRPELQHG LQWR RQH PXOWLSOHSDJH IRUP &OLFN 2. WR UHWXUQ WR WKH 6FDQ )RUP GLDORJ ER[ 6HOHFW WKH GHVLUHG RSWLRQV LQ WKH 3DJH ER[ DQG WKH 6HWWLQJV ER[ &OLFN 2. [. . . ] After entering their name, it will automatically be added to the Full Name field in their User Profile (as soon as they switch records). In the User Profile: Full Name User Profile field 6HWWLQJ 8S 8VHU 3URILOH )LHOGV w 7R VHW XS 8VHU 3URILOH ILHOGV RQ D IRUP 2SHQ D IRUP LQ 2PQL)RUP DQG FOLFN WKH )RUP 'HVLJQHU WDE For example, you might want to set up the First Name field as a User Profile field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he names of all the fields on your form appear in this list. The standardized User Profile fields to which you can link appear in this list. Click Link to link a selected form field with a selected User Profile field. Currently linked fields appear in the Links list. 6HOHFW D IRUP ILHOG WKDW \RX ZDQW WR OLQN WR D 8VHU 3URILOH ILHOG 6HOHFW WKH GHVLUHG 8VHU 3URILOH ILHOG 6HWWLQJ 8S 8VHU 3URILOH )LHOGV &OLFN /LQN 7KH VHOHFWHG ILHOGV ZLOO DSSHDU LQ WKH /LQNV OLVW These fields are now linked. 5HSHDW VWHSV WKURXJK XQWLO \RX DUH ILQLVKHG OLQNLQJ WKH GHVLUHG ILHOGV &OLFN 2. ZKHQ \RX DUH ILQLVKHG 7KH IRUP ILHOGV \RX OLQNHG DUH KLJKOLJKWHG LQ RUDQJH WR LQGLFDWH WKH\ DUH UHDG\ WR UHFHLYH GDWD IURP 8VHU 3URILOHV , I \RX GR QRW VHH WKH RUDQJH KLJKOLJKW FKRRVH +LJKOLJKW 8VHU 3URILOH )LHOGV LQ WKH 3URILOHV PHQX )RUP 'HVLJQ 7RROV &KDSWHU Note <RX FDQ DOVR OLQN DQ LQGLYLGXDO ILHOG RQ D IRUP WR D 8VHU 3URILOH ILHOG E\ XVLQJ WKH 2EMHFW 'HILQLWLRQ FRPPDQG LQ WKH )RUPDW PHQX )RU PRUH LQIRUPDWLRQ RQ VHWWLQJ XS 8VHU 3URILOH ILHOGV WKLV ZD\ VHH 2PQL)RUP·V +HOS Creating Custom User Profile Fields 7KH GHIDXOW 8VHU 3URILOH SURYLGHV KXQGUHGV RI VWDQGDUGL]HG ILHOGV WKDW \RX FDQ OLQN WR ILHOGV RQ \RXU IRUP 0RVW SHRSOH ZLOO ILQG WKH ILHOGV WKH\ QHHG LQ WKH GHIDXOW OLVW +RZHYHU \RX FDQ DOVR FUHDWH FXVWRP 8VHU 3URILOH ILHOGV IRU VSHFLILF FRPSDQ\ RU LQGXVWU\ LQIRUPDWLRQ w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he names of all the fields on the current form appear in this list. The standardized User Profile fields that you can link to appear in this list. Click Add New to create a custom User Profile field. &OLFN $GG 1HZ <RX DUH SURPSWHG WR HQWHU D QDPH IRU \RXU ILHOG Enter a name for your custom User Profile field. )RUP 'HVLJQ 7RROV &KDSWHU (QWHU D QDPH IRU WKH FXVWRP 8VHU 3URILOH ILHOG DQG FOLFN 2. 7KH QHZ ILHOG ZLOO DSSHDU LQ WKH 8VHU 3URILOH )LHOGV OLVW Your new User Profile field appears in the Custom section. , I \RX ZDQW WR OLQN D ILHOG RQ WKH FXUUHQW IRUP WR \RXU FXVWRP 8VHU 3URILOH ILHOG VHOHFW WKH GHVLUHG ILHOG LQ WKH )RUP )LHOGV OLVW DQG VHOHFW \RXU FXVWRP ILHOG 7KHQ FOLFN /LQN &OLFN 2. ZKHQ \RX DUH ILQLVKHG &XVWRP ILHOGV DUH DGGHG WR WKH &XVWRP , QIRUPDWLRQ SDJH WKDW LV ORFDWHG RQ WKH ODVW SDJH RI WKH FXUUHQW 8VHU 3URILOH :KHQ D XVHU RSHQV D IRUP WKDW LV OLQNHG WR D FXVWRP 8VHU 3URILOH ILHOG WKDW ILHOG ZLOO EH DGGHG WR WKHLU 8VHU 3URILOH·V &XVWRP , QIRUPDWLRQ SDJH DOVR Note <RX FDQ DOVR FUHDWH FXVWRP 8VHU 3URILOH ILHOGV E\ XVLQJ WKH 2EMHFW 'HILQLWLRQ FRPPDQG LQ WKH )RUPDW PHQX )RU PRUH LQIRUPDWLRQ RQ FUHDWLQJ FXVWRP ILHOGV WKLV ZD\ VHH 2PQL)RUP·V +HOS 6HWWLQJ 8S 8VHU 3URILOH )LHOGV Setting Up AutoFill Fields $XWR)LOO ILHOGV PDNH LW HDVLHU IRU D XVHU WR ILOO RXW D IRUP 8VH 2PQL)RUP·V $XWR)LOO :L]DUG WR VHW XS WKH IROORZLQJ W\SHV RI $XWR)LOO ILHOGV x x $ ILHOG WKDW KDV D GURSGRZQ OLVW FRQWDLQLQJ VHOHFWDEOH FKRLFHV VXFK DV D OLVW RI SURGXFWV $ ILHOG WKDW DIWHU LQIRUPDWLRQ LV HQWHUHG DXWRPDWLFDOO\ ILOOV DQRWKHU ILHOG VXFK DV D GHSDUWPHQW QDPH ILHOG WKDW DXWRPDWLFDOO\ ILOOV LQ DQ DVVRFLDWHG GHSDUWPHQW QXPEHU $ FRPELQDWLRQ RI WKH ILUVW WZR LWHPV D ILHOG ZLWK GURSGRZQ VHOHFWLRQV WKDW DXWRPDWLFDOO\ ILOOV DQRWKHU ILHOG $ ILHOG WKDW DXWRPDWLFDOO\ UHSODFHV LQIRUPDWLRQ WKDW LV HQWHUHG ZLWK LQIRUPDWLRQ WKDW \RX VSHFLI\ VXFK FKDQJLQJ &$ WR &DOLIRUQLD x x 7KLV VHFWLRQ JLYHV \RX DQ RYHUYLHZ RI KRZ WR FUHDWH $XWR)LOO ILHOGV )RU PRUH LQIRUPDWLRQ RQ $XWR)LOO ILHOGV VHH 2PQL)RUP·V +HOS Note <RX FDQQRW FUHDWH DQ $XWR)LOO ILHOG LQ D ILHOG WKDW LV DOUHDG\ VHW XS DV D 8VHU 3URILOH ILHOG w 7R FUHDWH DQ $XWR)LOO GURSGRZQ OLVW 2SHQ D IRUP LQ 2PQL)RUP DQG FOLFN WKH )RUP 'HVLJQHU WDE 6HOHFW WKH ILOODEOH WH[W ILHOG RU FRPE ILHOG ZKHUH \RX ZDQW WR FUHDWH D GURSGRZQ OLVW )RUP 'HVLJQ 7RROV &KDSWHU &KRRVH 2EMHFW 'HILQLWLRQ LQ WKH )RUPDW PHQX DQG FOLFN WKH )LOOLQJ WDE LQ WKH GLDORJ ER[ WKDW DSSHDUV Select Enable AutoFill and then click AutoFill Wizard. . . 6HOHFW (QDEOH $XWR)LOO DQG FOLFN $XWR)LOO :L]DUG 7KH $XWR)LOO :L]DUG DSSHDUV 6HOHFW &UHDWH RU HGLW WKH $XWR)LOO RI WKH FXUUHQW ILHOG DQG FOLFN 1H[W 6HOHFW 6KRZ D OLVW RI FKRLFHV DQG FOLFN 1H[W 6HWWLQJ 8S $XWR)LOO )LHOGV <RX FDQ JHW WKH OLVW RI FKRLFHV IURP D YDULHW\ RI VRXUFHV LQFOXGLQJ OLVWV \RX FUHDWH PDQXDOO\ OLVWV IURP 2'%& VRXUFHV DQG OLVWV IURP 2PQL)RUP IRUPV RU GDWDEDVHV 7KLV H[DPSOH VKRZV \RX KRZ WR FUHDWH D OLVW PDQXDOO\ 6HH 2PQL)RUP·V +HOS IRU PRUH LQIRUPDWLRQ RQ XVLQJ RWKHU VRXUFHV 6HOHFW 0DQXDOO\ HQWHUHG OLVW DQG FOLFN 1H[W &OLFN $GG DQG WKHQ W\SH D GHVLUHG WH[W HQWU\ IRU WKH OLVW 5HSHDW VWHS WR FRQWLQXH DGGLQJ WH[W HQWULHV DQG FOLFN 1H[W ZKHQ \RX DUH ILQLVKHG &OLFN )LQLVK WR FORVH WKH $XWR)LOO :L]DUG &OLFN 2. WR DSSO\ WKH VHWWLQJV WR WKH FXUUHQW ILHOG w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·V +HOS IRU PRUH LQIRUPDWLRQ RQ XVLQJ RWKHU VRXUFHV )RUP 'HVLJQ 7RROV &KDSWHU The Available fields list displays all the fields on your form. Select a field that you want to be filled automatically and click the rightarrow button. 6HOHFW 0DQXDOO\ HQWHUHG OLVW DQG FOLFN 1H[W The fields you select appear in the Fields to fill list. To remove a selected field from the Fields to fill list, select the field and click the left-arrow button. 6SHFLI\ WKH IRUP ILHOGV WKDW \RX ZDQW WR EH ILOOHG DXWRPDWLFDOO\ E\ VHOHFWLQJ D ILHOG DQG FOLFNLQJ WKH ULJKWDUURZ EXWWRQ &OLFN 1H[W ZKHQ \RX DUH ILQLVKHG VHOHFWLQJ WKH GHVLUHG ILHOGV (QWHU WH[W IRU \RXU $XWR)LOO ILHOGV LQ WKH GLDORJ ER[ WKDW DSSHDUV The first column is the field that begins the automatic filling process. The next column contains the field that will be filled automatically after the first field has been filled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